TCOT

Trust Company of Toledo Portfolio holdings

AUM $998M
1-Year Est. Return 20%
This Quarter Est. Return
1 Year Est. Return
+20%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$391M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$523K
2
+$326K
3
+$268K
4
MMM icon
3M
MMM
+$257K
5
LRCX icon
Lam Research
LRCX
+$242K

Top Sells

1
+$1.27M
2
+$491K
3
+$437K
4
CACC icon
Credit Acceptance
CACC
+$267K
5
SLB icon
SLB Limited
SLB
+$220K

Sector Composition

1 Technology 16.97%
2 Healthcare 13%
3 Industrials 8.75%
4 Financials 8.1%
5 Consumer Staples 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.04M 1.03%
68,239
-440
27
$4.01M 1.02%
28,669
-1,058
28
$3.71M 0.95%
41,620
+1,600
29
$3.48M 0.89%
26,844
-1,023
30
$3.38M 0.86%
57,460
-1,140
31
$3.24M 0.83%
80,405
+1,193
32
$2.97M 0.76%
36,511
-1,677
33
$2.73M 0.7%
47,949
+479
34
$2.72M 0.7%
114,934
-360
35
$2.61M 0.67%
8,707
+47
36
$2.6M 0.66%
33,878
+784
37
$2.54M 0.65%
14,639
+1,479
38
$2.44M 0.62%
28,314
-89
39
$2.3M 0.59%
47,520
-3,846
40
$2.29M 0.59%
22,048
-513
41
$2.25M 0.58%
11,863
+317
42
$2.22M 0.57%
12,278
43
$2.09M 0.54%
10,964
-501
44
$2.08M 0.53%
19,720
-779
45
$2.07M 0.53%
17,421
-166
46
$2.04M 0.52%
12,839
-547
47
$2M 0.51%
12,633
+275
48
$1.94M 0.5%
18,607
-704
49
$1.9M 0.49%
4,991
+120
50
$1.88M 0.48%
15,206
+444
1
2
3 4 5